Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lyn Tischart is a financial advisor registered with The Huntington Investment Co., with 30 years of experience in the industry. Kelly Lyn has worked with various firms throughout her career, including LPL Financial LLC and Raymond James Financial Services, Inc. Kelly Lyn is currently licensed to conduct securities business in 13 states and is registered as an investment advisor in 3 states. She specializes in providing financial advice for individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IL
02/01/2017 - Present
THE Huntington Investment Co. (MCHENRY IL)
IL
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (MCHENRY IL)
IL
05/13/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (NORTH BARRINGTON IL)
IL
03/21/2012 - 04/09/2013
ASSOCIATED INVESTMENT SERVICES, INC. (DEKALB IL)
IL
07/05/2011 - 03/02/2012
LPL FINANCIAL LLC (CRYSTAL LAKE IL)
IL
07/25/2007 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CRYSTAL LAKE IL)
IL
05/31/2007 - 07/24/2007
VISION INVESTMENT SERVICES, INC. (CRYSTAL LAKE IL)
IL
11/07/2006 - 05/30/2007
MIDWEST FINANCIAL AND INVESTMENT SERVICES, INC. (INVERNESS IL)
IL
06/22/2005 - 11/08/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (MCHENRY IL)
IL
03/30/2004 - 06/06/2005
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
OH
05/02/2001 - 05/11/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
07/11/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
IL
02/01/1999 - 07/20/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/01/1996 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
04/20/1992 - 03/06/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
12/05/1991 - 09/25/1993
INFINET SECURITIES, INC.
IA
Issued 08/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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